We provide a wide range of professional accounting, tax, and consulting services to a diverse group of businesses operating in a variety of industries.

We provide specialized services to individuals and businesses to help them achieve their financial goals and meet their complex tax compliance requirements.

About

Who we are

As a client of Jonathan K. Dockery, CPA, PLLC you will receive personal and professional attention. It’s the firm’s goal to assist you in every aspect of your financial life. Through hard work and commitment to our community, I have earned the respect of the business and financial communities in our area.

When you choose Jonathan K. Dockery, CPA, PLLC as your accounting firm, you will receive service of the highest standard. You can rely on my firm for competent advice and fast, accurate solutions to your tax and accounting needs. I provide total financial services to individuals, large and small businesses and other agencies. I would appreciate the opportunity to assist with your business.

Tax Services- Individual

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Here's what you get...

Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.

Your tax return can be filed electronically so you will get a refund back quicker.

Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.

We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

Books a Mess: No Problem!
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Services-Business

As a small business owner you have more important things to do than to keep your own books. We can take care of your books, so you can get back to the job of running your business and generating profits!
We can work together to generate financial records that are accurate and timely to assist you with managing your business. Each month or quarter we can do the following things for you...

Reconcile your bank account

Assist with accurate classification of entries

Generate an income statement and balance sheet

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Business – Starting a business.
If you are just starting to think about owning your own business, we can assist with the difficult tasks of starting a small business.
We can help you...

1. Prepare an initial business plan to clarify your marketing, management, and financial plans.
2. Determine your start-up capital needs.
3. Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate.
4. Select the right accounting software by evaluating your budget, needs and hardware.
5. Prepare a Cash Flow Budget
6. Establish procedures to monitor and control costs.
7. Setup a home office so you can maximize your tax deductions.
8. Prepare and file all required state and local licenses and permits.
9. Prepare and file your application for your Federal Employer Identification Number.
10. Provide payroll and payroll tax filing when you bring on your first employee.
11. With ongoing consultation as your business grows.

Let us help you succeed by getting your new business off to a good strong start.